Kevin Patrick Mccutcheon
Investment adviser representative at Bluedoor Private Wealth, LLC
13 yearsExperience
3 statesRegistered in
CFADesignation
$337.3MFirm assets
Are you Kevin Patrick Mccutcheon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Live Oak Family Offices LLCJul 2026 to now
- Bluedoor Private Wealth, LLCNov 2025 to now
- Live Oak Family Offices LLCJan 2023 to Dec 2025
- G & O Financial Services, Inc.Jul 2013 to Dec 2025
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, OH).
Bluedoor Private Wealth, LLC
$337.3MAssets managed
137Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6105535
- Firm CRD
- 301907